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620 South 400 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-17 |
| CA | RA | APPROVED | 2026-04-01 |
| ID | RA | APPROVED | 2026-03-31 |
Branch Locations
620 South 400 East, St. George, UT 84770 • United States
616 South 300 East, St. George, UT 84770 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Global Investments | Bountiful | UT | 11/2011 | 12/2024 |
| Colab Capital, Llc | Highland | UT | 01/2025 | Present |
| Your Ia, Llc | St. George | UT | 03/2026 | Present |
I currently serve as the President of Your IA, LLC along with my involvement in Colab Capital, LLC. Your IA, LLC is an SEC Registered Investment Adviser located at 616 S 300 E, St. George, UT 84770. I registered with Your IA, LLC in March, 2026 and spend approximately 35 hours per week to Your IA, LLC. I devote 6 hours to Your IA, LLC during securities trading hours. As the President I work with the staff of the Your IA. LLC and the various groups around client servicing, administration, trading, compliance and operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-09 |
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